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Hedge Funds Similar to JCP Investment ,

13F Portfolio OverlapQ1 2026JCP Investment , portfolio →
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Most similar hedge funds by 13F overlap

JCP Investment Management, LLC is an institutional investor managing $150M across 24 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to JCP Investment , are BCWM,, Energy Income Partners,, Bandera Partners, with shared positions in $SRE, $KMI, $GNRC, $JYNT, $RRGB, $TLF. The full ranking of 21 similar funds is below.

#1BCWM, LLCPassive
Notable overlap · 3 shared positions
$SRE$KMI$GNRC
$353M
57 positions
#2Energy Income Partners, LLCActive
Some overlap · 3 shared positions
$KMI$SRE$GNRC
$6.2B
87 positions
#3Bandera Partners LLCActive
Some overlap · 3 shared positions
$JYNT$RRGB$TLF
$221M
17 positions
#4NORTHCAPE WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$KMI$JHG$MCD
$367M
141 positions
#5Keeler Thomas Management LLCPassive
Some overlap · 3 shared positions
$GNRC$KMI$JHG
$236M
118 positions
#6Richard C. Young & CO., LTD.Active
Some overlap · 3 shared positions
$KMI$MCD$KR
$1.2B
93 positions
#7Partners Group Holding AGActive
Some overlap · 3 shared positions
$SRE$KMI$MCD
$1.4B
50 positions
#8FARMERS TRUST COPassive
Some overlap · 3 shared positions
$MCD$KMI$KR
$637M
203 positions
#9Allen Capital Group, LLCPassive
Some overlap · 3 shared positions
$KMI$JHG$AL
$1.1B
284 positions
#10WINEBRENNER CAPITAL MANAGEMENT LLCPassive
Slight overlap · 3 shared positions
$JHG$AL$MCD
$156M
139 positions
#11TIG Advisors, LLCActive
Slight overlap · 3 shared positions
$AL$JHG$KW
$2.2B
107 positions
#12WATER ISLAND CAPITAL LLCPassive
Slight overlap · 3 shared positions
$KW$JHG$AL
$896M
98 positions
#13Secure Asset Management, LLCPassive
Slight overlap · 3 shared positions
$JHG$MCD$GNRC
$632M
327 positions
#14Buck Wealth Strategies, LLCActive
Slight overlap · 3 shared positions
$SRE$JHG$KR
$810M
166 positions
#15Marshall Financial Group, LLCPassive
Slight overlap · 3 shared positions
$JHG$MCD$KR
$625M
293 positions
#16Clearview Wealth Advisors LLC
Slight overlap · 3 shared positions
$JHG$MCD$KMI
$158M
103 positions
#17Petix & Botte CoPassive
Slight overlap · 3 shared positions
$JHG$SRE$MCD
$449M
137 positions
#18Nilsine Partners, LLCPassive
Slight overlap · 3 shared positions
$JHG$KR$MCD
$1.3B
416 positions
#19Value Investment Professionals, LLCPassive
Slight overlap · 3 shared positions
$JHG$MCD$TLF
$89M
81 positions
#20PRECEDENT WEALTH PARTNERS, LLCPassive
Slight overlap · 3 shared positions
$KMI$MCD$KR
$500M
166 positions
#21Bauman Advisory Group, LLCActive
Slight overlap · 3 shared positions
$JHG$SRE$MCD
$143M
63 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.